The System

An AI operating system built around your sales motion.

Every stage of the deal cycle gets its own AI workflow. Built around your products, your buyers, your methodology. Connects the tools you already pay for instead of replacing them.

Pre-deal intelligence

Pain:You already have ZoomInfo or Apollo. Turning that data into prospecting decisions still takes hours.

Workflow:AI workflows pull the signals, summarize the fit, and surface accounts worth your team's time before anyone touches Salesforce.

[ ACCOUNT BRIEF · ACME LOGISTICS ]

Size: ~$340M revenue, 1,200 employees

Industry: Mid-market logistics, last-mile focus

Recent signals:

· Hired new VP Operations (Aug 2026, ex-Penske)

· Q2 earnings: missing on-time delivery KPIs

· CEO LinkedIn: "automation is the path forward"

Buying committee likely:

· Operator: VP Operations (new, wants to make a mark)

· CFO: Susan Park (12yr tenure, cost-focused)

· Executive sponsor: COO Mark Vega

Fit score: 8/10. Worth a sequence.

Discovery prep

Pain:Most pre-call research is unstructured Googling.

Workflow:AI workflows build stakeholder briefs, surface competitor intel, and generate question sets tied to your methodology in 90 seconds.

[ DISCOVERY BRIEF · M. CHEN, VP SALES ]

Background:

· 9-year tenure, joined from competitor

· Promoted to VP last year, owns 35-rep team

· Recent LinkedIn: posted about ramp time

Likely pain points:

· New hire ramp (mentioned 2x publicly)

· AI tool adoption (rolled out 6 mo ago)

· Sales cycle length (industry avg 90+ days)

Questions to ask:

1. How are you measuring AI tool adoption today?

2. What's your current ramp time for new hires?

3. If reps got 5x more out of AI, where would

it show up first?

Avoid:

· Generic "tell me about your team" opens

· Anything that sounds like a pitch in 15 min

Deal qualification

Pain:Reps run deal reviews mentally between meetings.

Workflow:AI workflows do them on paper. Paste raw call notes. Get a structured review showing confirmed vs assumed, gaps, and what to ask next.

[ DEAL REVIEW · MERIDIAN FREIGHT ]

Confirmed:

· Budget: $20K for Q4 AI initiative

· Committee: VP Sales + CFO + IT Director

· Timeline: signed contract by Dec 1

· Methodology: MEDDPICC

Assumed (needs confirmation):

· Economic buyer is CFO

· No competing vendors in process

· Champion is committed

Gaps:

· No security review scheduled

· Implementation lead not identified

· Success metrics not agreed

Next ask: Confirm CFO as EB next call.

Get IT review scheduled.

Solution and demo prep

Pain:Slide decks get reused but never customized.

Workflow:AI workflows generate demo storyboards and slide outlines tied to specific buyer pain. Built to your marketing and legal standards.

[ DEMO STORYBOARD · ACME, NOV 12 ]

Opening (3 min):

· Confirm pain: ramp + AI adoption

· Show their specific Q2 KPI gap

· Land: "what if your reps were using

AI on every deal?"

Workflow demo (15 min):

1. Pre-deal intel on one of THEIR

target accounts

2. Discovery prep for their actual

next meeting

3. Deal review on a real opp in

their pipeline

Outcome framing (5 min):

· Adoption baseline today

· 4-week install: where they land

· Pipeline impact: 60-90 days out

Avoid: generic capability demo.

Business case and close

Pain:ROI analyses and mutual success plans take hours to build manually.

Workflow:AI workflows draft both from your discovery notes. Reps customize. Customers see hard numbers before the executive review.

[ BUSINESS CASE · MERIDIAN FREIGHT ]

Investment: $4,995 (one-time install)

Conservative scenario:

· 30 reps save 3 hrs/week each

· 90 rep-hours/week saved

· Annualized: 4,680 hours

· At $75/hr loaded cost: $351K/yr

Ramp time impact:

· Current: 90 days to quota

· Post-install: estimated 60 days

· One new hire: $30K saved per ramp

Payback: 14 days at conservative numbers.

Risks:

· Adoption depends on manager reinforcement

· Mitigated by week-4 report + refund clause

Always-on workflows

Pain:The boring stuff. Voice-matched email drafting. Follow-up sequencing. Call note synthesis that lands in your CRM.

Workflow:Reps stop dreading admin work.

[ DAILY QUEUE · MORNING ]

Drafts ready for review (8):

· Follow-up: D. Walsh re: Q4 timeline

· Intro: M. Patel (referred by R. Chen)

· Recap + next steps for Meridian call

· Re-engagement: A. Foster (cold 60d)

· Discovery confirm: K. Hayes (tomorrow)

· Brief: T. Rao on demo agenda

· Late-stage check-in: S. Park

· Cold open to J. Lin

Call notes synthesized (3):

· Meridian discovery → pushed to CRM

· Acme stakeholder call → quotes flagged

· K. Hayes briefing → agenda set

Time saved vs manual: 2.4 hrs

I've shipped 10+ workflows across these categories. Every install is custom. Custom workflows and agents available where your security team approves them.

The Method

4 weeks. Every rep using AI at every stage.

Realistic time investment from your team. No new platform. No software install. Just copy-and-paste from a shared library, with coaching to back it up.

Week 1 — Discovery

30-min kickoff with your sales leader
I audit your AI tools, your deal stages, your sales artifacts
Baseline metrics established together

Your team: 30 minutes

Week 2 — Build

I build your custom AI operating system around your sales motion
30-min review call before launch

Your team: 30 minutes

Week 3 — Install Part 1

Two 30-min working sessions with your reps
No slides. Reps work real deals using the system in real time.
Async support all week

Your reps: 1 hour live + async use

Week 4 — Install Part 2 + Outcome

Two more 30-min working sessions
Manager debrief
Written outcome report with adoption metrics tied to baseline
30-min leadership readout

Your reps: 1 hour live. Sales leader: 30 minutes for readout.

No new platform. No software install. Reps copy and paste from a shared library, and I show them how. Everything else is async support.

Ready to look at your stack?

30 minutes. We decide together if the install fits.

Book a Stack Audit